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Disney+ core ARPU increased sequentially by $0.11 driven by higher per subscriber advertising revenue domestically, as well as price increases in certain international markets.
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2023 Q3
14 Aug 23
Disney+ core subscribers grew by nearly 800,000 during the third quarter,
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2023 Q3
14 Aug 23
ongoing strikes
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2023 Q3
14 Aug 23
While linear remains highly profitable for Disney today, the trends being fueled by cord cutting are unmistakable. And as I've stated before, we are thinking expansively and considering a variety of strategic options.
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2023 Q3
14 Aug 23
we're considering potential strategic partnerships for ESPN, looking at distribution, technology, marketing and content opportunities where we retain control of ESPN. We've received notable interest from many different entities,
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2023 Q3
14 Aug 23
Our total domestic sports advertising revenue for linear and addressable is up 10% versus the prior year
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2023 Q3
14 Aug 23
we are actively exploring ways to address account sharing and the best options for paying subscribers to share their accounts with friends and family.
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2023 Q3
14 Aug 23
our ad-supported Disney+ subscription offerings will become available in Canada and in select markets across Europe, beginning November 1, while a new ad-free bundled subscription plan featuring Disney+ and Hulu will be available in the U.S. on September 6.
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2023 Q3
14 Aug 23
as of the end of Q3, we've signed up 3.3 million subscribers to our ad-supported Disney+ option. Since its inception, 40% of new Disney+ subscribers are choosing an ad-supported product.
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2023 Q3
14 Aug 23
As I announced last quarter, we're moving closer toward a more unified one-app experience domestically to pair high-quality general entertainment with content from our popular brands and franchises for our bundle subscribers.
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2023 Q3
14 Aug 23
We're rationalizing the volume of content we make, what we spend and what markets we invest in.
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2023 Q3
14 Aug 23
since my return, we've reset the whole business around economics designed to deliver significant, sustained profitability.
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2023 Q3
14 Aug 23
We overachieved with massive subscriber growth for Disney+ out of the gate and we leaned into a spending level to fuel subscriber growth, which had been the key measure of success for many.
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2023 Q3
14 Aug 23
Walt Disney World is still performing well above pre-COVID levels, 21% higher in revenue and 29% higher in operating income compared to fiscal 2019,
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2023 Q3
14 Aug 23
We saw softer performance at Walt Disney World from the prior year, coming off our highly successful 50th anniversary celebration. Also as post-COVID pent-up demand continues to level off in Florida, local tax data shows evidence of some softening in several major Florida tourism markets. And the strong dollar is expected to continue tamping down international visitation to the state.
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2023 Q3
14 Aug 23
the company was completely restructured
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2023 Q3
10 Aug 23
we continue to work toward achieving DTC profitability by the end of fiscal 2024
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2023 Q3
10 Aug 23
We aggressively reduced costs across the enterprise and we're on track to exceed our initial goal of $5.5 billion in savings.
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2023 Q3
10 Aug 23
we still expect that revenue and segment operating income growth for this fiscal year will be in the high single-digit percentage range
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2023 Q1
9 Feb 23
we will be on track to declare a modest dividend by the end of this calendar year
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2023 Q1
9 Feb 23